Retirement Plan Specialist I – Financial Advisor/401k Participants

This is a fully remote position, open to applicants in United States.

📋 Description

• Educate, guide, and provide transparency to customers regarding retirement product solutions, which encompass account rollover, retirement, annuity, term life, and permanent life products.

• Acquire comprehensive knowledge of all products within the designated specialty area, including competitive offerings and relevant regulations.

• Clarify product options for standard inquiries and offer product recommendations as needed.

• Recognize multi-product requirements and connect customers with appropriate product specialists.

• Collaborate with relationship managers and fulfillment analysts to initiate product requests.

• Address routine customer inquiries under the supervision and guidance of senior analysts.

• Operate fully remotely from home for 40 hours each week.

⛳️ Requirements

• A bachelor’s degree in a business-related field or equivalent professional experience.

• FINRA Series 6, 63, and 65; or FINRA Series 7 and 66, required at the time of hire.

• Life and Health licenses must be obtained within 60 days of hire.

• At least one year of experience in the financial services sector.

• Basic understanding of financial products pertinent to the assigned specialty area.

• Strong customer service, interpersonal, and listening abilities.

• Effective problem-solving and decision-making skills.

• Proficient written and verbal communication, along with presentation skills.

• Familiarity with MS Office applications.

• CFP and/or CRPC certification is preferred.

• Knowledge of CRM systems (Salesforce.com) and digital financial advice platforms is preferred.

• Availability to work a varied schedule to meet service levels during operational hours.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

• Sales and/or performance incentives

• Annual Bonus based on the Company Bonus Plan/Individual Performance